Wealth Manager

DSP Eminence; Pune District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

DSP Eminence in Pune is seeking an experienced wealth advisor to manage HNI client portfolios and tailor personalized wealth solutions. You will work closely with clients to understand goals and provide investment strategies aligned with risk tolerance and time horizons.

The role requires staying abreast of market trends, regulatory changes, and coordinating with internal teams to ensure flawless execution and timely resolution of client queries.

Responsibilities

• Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
• Identify new business opportunities through networking and referrals to expand client base.
• Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
• Stay up-to-date on market trends, economic indicators, and regulatory changes to provide informed advice to clients.

Job description

Roles and Responsibilities

• Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
  
• Identify new business opportunities through networking and referrals to expand client base.
  
• Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
  
• Stay up-to-date on market trends, economic indicators, and regulatory changes to provide informed advice to clients.